Avantax Advisory Services’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Avantax Advisory Services’s Portfolio DVYE Stock Details DVYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,508	Closed	-$209K	–	1525
2023 Q1	$209K	Buy	+8,508	New	+$213K	﹤0.01%	1356
2022 Q3	–	Sell	-8,105	Closed	-$216K	–	1345
2022 Q2	$216K	Buy	8,105 +291	+4%	+$8.71K	﹤0.01%	1167
2022 Q1	$257K	Sell	7,814 -227	-3%	-$8.26K	﹤0.01%	1083
2021 Q4	$310K	Buy	8,041 +53	+0.7%	+$2.05K	﹤0.01%	961
2021 Q3	$310K	Sell	7,988 -526	-6%	-$20.4K	0.01%	912
2021 Q2	$328K	Buy	8,514 +215	+3%	+$8.57K	0.01%	866
2021 Q1	$324K	Sell	8,299 -116,715	-93%	-$4.51M	0.01%	778
2020 Q4	$4.65M	Buy	125,014 +113,428	+979%	+$3.8M	0.11%	142
2020 Q3	$350K	Buy	11,586 +2,143	+23%	+$68.4K	0.01%	953
2020 Q2	$295K	Sell	9,443 -512	-5%	-$15.9K	0.01%	642
2020 Q1	$282K	Sell	9,955 -21	-0.2%	-$764	0.01%	603
2019 Q4	$404K	Buy	9,976 +4,581	+85%	+$177K	0.01%	542
2019 Q3	$202K	Sell	5,395 -365	-6%	-$14.3K	0.01%	540
2019 Q2	$235K	Sell	5,760 -371	-6%	-$14.9K	0.01%	446
2019 Q1	$247K	Sell	6,131 -158	-3%	-$6.39K	0.01%	410
2018 Q4	$236K	Buy	+6,289	New	+$240K	0.04%	346

Other funds holding DVYE

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Avantax Advisory Services's DVYE Position: Q2 2023 in Review

Avantax Advisory Services sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q2 2023, closing a stake of 8,508 shares — an estimated $209K sold.

Avantax Advisory Services first reported a position in DVYE in Q4 2018 and held it in 16 quarters. The position peaked at $4.65M in Q4 2020. 130 funds tracked by Wall St. Rank hold DVYE as of Q2 2023.

Avantax Advisory Services reported no remaining iShares Emerging Markets Dividend ETF position as of Q2 2023 after selling out during the quarter.
Avantax Advisory Services sold 8,508 iShares Emerging Markets Dividend ETF shares in Q2 2023, an estimated $209K.
Avantax Advisory Services first reported a position in iShares Emerging Markets Dividend ETF in Q4 2018 and held it in 16 quarters.
Avantax Advisory Services's iShares Emerging Markets Dividend ETF position peaked at $4.65M in Q4 2020.
130 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q2 2023.

Based on Avantax Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.